See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 11676 PERRY HIGHWAY, SUITE 220 · WEXFORD, PA 15090 | Investment Management | $13,408 |
PENSERV PLAN SERVICES, INC.3 years Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $11,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,905 | $27,839-10.5% | $58,482-57.4% | $71,457-65.1% |
| Participation rate | 70.0% | 34.5%+35.5pp | 50.9%+19.1pp | 67.9%+2.1pp |
| Annual return | 19.06% | 26.81%-7.7pp | 4239.32%-4220.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $911 | $631+44.4% | $1,053-13.5% | $2,588-64.8% |
| Participant deferral / active EE | $1,627 | $1,206+34.9% | $1,924-15.4% | $4,289-62.1% |
| Admin fee / account holder | $308 | $1,641-81.2% | $2,516-87.8% | $1,587-80.6% |